Jackson Financial Inc.
JXN- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001822993
In the last 90 days, Jackson Financial Inc. insiders filed 0 open-market purchases and 2 sales; 506 institutions reported holding it in 13F filings for Q2 2026, worth $6.46B in total; no superinvestor holds it.
Other share classesJXN.PA
13F holders, Q1 2023
Institutional positions in Jackson Financial Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 301
- +12 vs. Q4 2022
- Shares held
- 64.2M
- −1.21M (−1.8%) vs. Q4 2022
- Total value
- $2.40B
- +$133.4M (+5.9%) vs. Q4 2022
- New holders
- 48
- 128 more added
- Sold out
- 36
- 88 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JXN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 506 | $6.46B |
| Q1 2026 | 517 | $6.62B |
| Q4 2025 | 515 | $6.39B |
| Q3 2025 | 479 | $6.03B |
| Q2 2025 | 460 | $5.59B |
| Q1 2025 | 455 | $5.50B |
| Q4 2024 | 439 | $5.96B |
| Q3 2024 | 410 | $6.18B |
| Q2 2024 | 384 | $5.08B |
| Q1 2024 | 367 | $4.60B |
| Q4 2023 | 348 | $3.56B |
| Q3 2023 | 298 | $2.73B |
| Q2 2023 | 285 | $2.00B |
| Q1 2023 | 301 | $2.40B |
| Q4 2022 | 292 | $2.27B |
| Q3 2022 | 247 | $1.91B |
| Q2 2022 | 228 | $1.75B |
| Q1 2022 | 215 | $2.38B |
| Q4 2021 | 226 | $2.54B |
| Q3 2021 | 251 | $1.46B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 47,593 | $1.78M | 0.02% | −3,663−7.1% | Reduced |
| Naples Global Advisors, LLC | 47,817 | $1.79M | 0.22% | −290−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 47,900 | $1.79M | 0.01% | +47,900 | New |
| Aristides Capital LLC | 48,000 | $1.80M | 1.13% | −24,378−33.7% | Reduced |
| CSS LLC | 48,400 | $1.81M | 0.14% | +500+1.0% | Added |
| Principal Financial Group Inc | 48,552 | $1.82M | 0.00% | −4,303−8.1% | Reduced |
| State of New Jersey Common Pension Fund D | 49,732 | $1.86M | 0.01% | +49,732 | New |
| Oliver Luxxe Assets LLC | 49,822 | $1.86M | 0.49% | +49,822 | New |
| Public Employees Retirement System of Ohio | 51,092 | $1.91M | 0.01% | −8,186−13.8% | Reduced |
| UBS Asset Management Americas Inc | 53,482 | $2.00M | 0.00% | −12,969−19.5% | Reduced |
| Mackenzie Financial Corp | 55,233 | $2.07M | 0.00% | +42,187+323.4% | Added |
| Stratos Wealth Partners, LTD. | 56,193 | $2.10M | 0.06% | +26,997+92.5% | Added |
| Poehling Capital Management, LLC | 57,009 | $2.13M | 0.72% | +1,091+2.0% | Added |
| New York State Common Retirement Fund | 57,728 | $2.16M | 0.00% | +2,189+3.9% | Added |
| Putnam Investments LLC | 58,816 | $2.20M | 0.00% | −2,862−4.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 59,556 | $2.23M | 0.00% | −415−0.7% | Reduced |
| Credit Suisse AG | 59,747 | $2.24M | 0.00% | +2,741+4.8% | Added |
| MML Investors Services, LLC | 62,282 | $2.33M | 0.02% | +20,560+49.3% | Added |
| Legal & General Group Plc | 62,581 | $2.34M | 0.00% | +4,787+8.3% | Added |
| Crestline Management, LP | 65,000 | $2.43M | 0.30% | +65,000 | New |
| Massachusetts Financial Services Co | 67,364 | $2.52M | 0.00% | −277−0.4% | Reduced |
| Raymond James & Associates | 67,888 | $2.54M | 0.00% | +18,271+36.8% | Added |
| California State Teachers Retirement System | 71,605 | $2.68M | 0.00% | −2,568−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 74,441 | $2.79M | 0.01% | +20,390+37.7% | Added |
| Ibex Wealth Advisors | 76,534 | $2.86M | 0.74% | +76,534 | New |
| Canada Pension Plan Investment Board | 81,700 | $3.06M | 0.00% | +63,400+346.4% | Added |
| Alliancebernstein L.P. | 84,964 | $3.18M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 85,381 | $3.19M | 0.00% | +13,831+19.3% | Added |
| Macquarie Group Ltd | 87,584 | $3.28M | 0.00% | +33,563+62.1% | Added |
| Wesleyan Assurance Society | 90,932 | $3.40M | 0.39% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 102,625 | $3.84M | 0.03% | +100,825+5,601.4% | Added |
| Swiss National Bank | 107,500 | $4.02M | 0.00% | −15,300−12.5% | Reduced |
| Prudential Financial Inc | 110,063 | $4.12M | 0.01% | −32,822−23.0% | Reduced |
| Jane Street Group, LLC | 111,122 | $4.16M | 0.01% | +102,238+1,150.8% | Added |
| Hudson Value Partners, LLC | 112,555 | $4.21M | 2.40% | −6,938−5.8% | Reduced |
| Point72 Asset Management, L.P. | 116,000 | $4.34M | 0.02% | −106,700−47.9% | Reduced |
| Rhumbline Advisers | 123,344 | $4.61M | 0.01% | +897+0.7% | Added |
| Commonwealth Equity Services, LLC | 129,172 | $4.83M | 0.01% | +30,093+30.4% | Added |
| Renaissance Technologies LLC | 130,959 | $4.90M | 0.01% | −298,141−69.5% | Reduced |
| Oxbow Advisors, LLC | 131,634 | $4.92M | 0.88% | +6,038+4.8% | Added |
| Susquehanna Fundamental Investments, LLC | 134,370 | $5.03M | 0.12% | 00.0% | Unchanged |
| Arbiter Partners Capital Management LLC | 137,400 | $5.14M | 6.53% | −13,000−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 140,776 | $5.27M | 0.01% | +35,506+33.7% | Added |
| California Public Employees Retirement System | 156,534 | $5.86M | 0.01% | −22,097−12.4% | Reduced |
| Qube Research & Technologies Ltd | 158,051 | $5.91M | 0.03% | +132,326+514.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 171,509 | $6.42M | 0.01% | +147,575+616.6% | Added |
| LPL Financial LLC | 173,031 | $6.47M | 0.01% | +60,929+54.4% | Added |
| AQR Capital Management LLC | 175,548 | $6.57M | 0.01% | −18,373−9.5% | Reduced |
| Gator Capital Management, LLC | 178,500 | $6.68M | 5.17% | 00.0% | Unchanged |
| SEI Investments Co | 198,962 | $7.44M | 0.01% | +79,176+66.1% | Added |
| Susquehanna International Group, LLP | 207,404 | $7.76M | 0.01% | +134,552+184.7% | Added |
| Victory Capital Management Inc | 207,508 | $7.76M | 0.01% | −45,735−18.1% | Reduced |
| Miller Value Partners, LLC | 209,225 | $7.83M | 0.49% | −41,215−16.5% | Reduced |
| Barclays PLC | 215,407 | $8.06M | 0.01% | +153,495+247.9% | Added |
| Brandywine Global Investment Management, LLC | 216,173 | $8.09M | 0.07% | +101,192+88.0% | Added |
| Invesco Ltd. | 219,871 | $8.23M | 0.00% | −23,752−9.7% | Reduced |
| Voloridge Investment Management, LLC | 221,645 | $8.29M | 0.04% | +221,645 | New |
| Wells Fargo & Company | 225,003 | $8.42M | 0.00% | +68,624+43.9% | Added |
| Bridgeway Capital Management, LLC | 238,600 | $8.93M | 0.24% | −10,800−4.3% | Reduced |
| Bank of America Corp | 244,037 | $9.13M | 0.00% | +17,796+7.9% | Added |
| Nuveen Asset Management, LLC | 257,438 | $9.63M | 0.00% | +2,230+0.9% | Added |
| Ancora Advisors, LLC | 269,978 | $10.1M | 0.29% | −116,241−30.1% | Reduced |
| Ameriprise Financial Inc | 284,045 | $10.6M | 0.00% | +106,855+60.3% | Added |
| FMR LLC | 308,027 | $11.5M | 0.00% | −5,351,097−94.6% | Reduced |
| Goldman Sachs Group Inc | 335,278 | $12.5M | 0.00% | +16,846+5.3% | Added |
| Allianz Asset Management GmbH | 342,822 | $12.8M | 0.03% | +137,411+66.9% | Added |
| Citadel Advisors LLC | 376,073 | $14.1M | 0.02% | +201,536+115.5% | Added |
| Schroder Investment Management Group | 383,905 | $14.4M | 0.02% | +165,607+75.9% | Added |
| Lazard Asset Management LLC | 390,922 | $14.6M | 0.02% | −29,039−6.9% | Reduced |
| Federated Hermes, Inc. | 391,216 | $14.6M | 0.04% | +390,409+48,377.8% | Added |
| Toscafund Asset Management LLP | 402,275 | $15.0M | 57.47% | +11,172+2.9% | Added |
| First Trust Advisors LP | 459,121 | $17.2M | 0.02% | +303,177+194.4% | Added |
| JPMorgan Chase & Co | 468,998 | $17.5M | 0.00% | +182,570+63.7% | Added |
| Robeco Institutional Asset Management B.V. | 515,777 | $19.3M | 0.05% | −129,118−20.0% | Reduced |
| Balyasny Asset Management LLC | 532,315 | $19.9M | 0.07% | +532,315 | New |
| Russell Investments Group, Ltd. | 553,983 | $20.7M | 0.04% | −25,350−4.4% | Reduced |
| Man Group plc | – | $20.8M | 0.07% | – | – |
| Charles Schwab Investment Management Inc | 557,480 | $20.9M | 0.01% | +83,433+17.6% | Added |
| Acadian Asset Management LLC | 630,956 | $23.6M | 0.10% | +509,784+420.7% | Added |
| Northern Trust Corp | 663,439 | $24.8M | 0.00% | −8,624−1.3% | Reduced |
| Mangrove Partners | 691,869 | $25.9M | 2.63% | +237,902+52.4% | Added |
| American Century Companies Inc | 775,187 | $28.5M | 0.02% | +268,555+53.0% | Added |
| Bank of New York Mellon Corp | 778,495 | $29.1M | 0.01% | +25,235+3.4% | Added |
| Two Sigma Investments, LP | 847,182 | $31.7M | 0.09% | +137,211+19.3% | Added |
| Norges Bank | 937,826 | $35.1M | 0.01% | +54,000+6.1% | Added |
| Morgan Stanley | 991,997 | $37.1M | 0.00% | +159,429+19.1% | Added |
| Two Sigma Advisers, LP | 995,600 | $37.2M | 0.10% | +111,200+12.6% | Added |
| Donald Smith & Co., Inc. | 1,000,917 | $37.4M | 1.38% | +940,217+1,549.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,154,294 | $43.2M | 0.06% | +43,516+3.9% | Added |
| Geode Capital Management, LLC | 1,371,602 | $51.3M | 0.01% | +24,365+1.8% | Added |
| Jacobs Levy Equity Management, Inc | 1,400,985 | $52.4M | 0.32% | −42,784−3.0% | Reduced |
| Marshall Wace, LLP | 1,401,828 | $52.4M | 0.13% | −735,364−34.4% | Reduced |
| Ruffer LLP | 1,476,421 | $55.2M | 1.91% | +174,345+13.4% | Added |
| EJF Capital LLC | 1,487,040 | $55.6M | 20.81% | +196,244+15.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,546,228 | $57.8M | 0.10% | −232,761−13.1% | Reduced |
| State Street Corp | 2,129,791 | $79.7M | 0.00% | −9,844−0.5% | Reduced |
| Dimensional Fund Advisors LP | 2,822,171 | $105.6M | 0.04% | +959,377+51.5% | Added |
| Price T Rowe Associates Inc | 4,157,287 | $155.5M | 0.02% | +52,814+1.3% | Added |
| Dodge & Cox | 4,186,406 | $156.6M | 0.11% | +104,900+2.6% | Added |
| BlackRock Inc. | 6,248,889 | $233.8M | 0.01% | −162,463−2.5% | Reduced |